Welcome to TAM Financial Advisors

Total Asset Management

Personal Financial Consulting

Everyone has financial questions, and the answers should be based not on general rules of thumb, but on your personal financial situation and your own “money story.”

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Private Portfolio Management

Each investor has a unique view of the market. At TAM Financial, we avoid turnkey solutions in favor of a personalized portfolio approach.

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Goals-Based Retirement Planning

Your retirement dream is unique to you. But one truth remains constant: as a whole, people are living longer.

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Small Business Financial Consulting

For small-business owners, we provide innovative solutions to address your individual business needs in all areas of financial planning.

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How each of us reacts to the word says a lot. Money can support our dreams, help us achieve our goals, and provide for our needs and those of our family. At the same time, money has the power to add stress to our lives, create conflict in our relationships, and take time away from the things we love most. We can help make your money work for you in a way that works for you. To learn more about how we can preserve, protect and grow your money, contact us today.

At TAM Financial Advisors, a fee-only asset management firm in Annapolis, MD, we look closely at all aspects of your money—your assets, debts, goals, needs, dreams, and attitudes—to help redefine your approach to wealth management and deliver personalized financial planning, investment management, and retirement planning ideal for you.

We are a fully independent advisory firm and proud member of the National Association of Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Serving as your financial fiduciary, we are committed to always acting in your best interest. We receive no commissions or other benefit for the products and solutions we recommend. Instead, we focus on addressing the specific, individual needs of each client and carefully balancing risk and reward according his or her overall financial situation. To ensure our ability to deliver comprehensive, tax-advantaged recommendations, our team includes a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA®), and we leverage a trusted network of experienced professionals focused on estate planning, business planning, insurance planning, and more, to help guide the best possible decisions in all areas of your financial life. At TAM Financial, we avoid turnkey solutions in favor of personalized portfolio approaches.

Contact us today at 410-349-4484 or info@tamfinancial.net to learn more about TAM Financial and our services, and how we can work together to help you achieve greater financial security and confidence through customized, tax-efficient wealth management.